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๐Ÿ›๏ธ Platform architecture
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๐Ÿ  All modules / crm_office / The following points shall be added:
๐ŸŽฏ

The following points shall be added:

crm crm_office ๐Ÿ›ก๏ธ RLS Protected

The Commission shall, by means of implementing acts, adopt delegated acts in accordance with Article 21 of Regulation (EC) No 1299/2006.

Fachliche Bestimmung: Support sales teams in acquisition and customer support. It captures prospects (leads) via web forms or manually, runs individual configurable pipeline stages (qualified, ongoing, quote, negotiation) and seamlessly converts the leads it has gained into customer data and offers.
โšก Workflows and life cycles (5) ๐Ÿ—„๏ธ Data models and fields (5) ๐Ÿ”Œ The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation. (43) ๐Ÿ›ก๏ธ Regulatory and compliance

โšก Workflows and life cycles

Correspondence โ†’ CRM cascade:business.correspondence.crm

The following information shall be provided:

1. lead
CRM lead / request
Other
Aktionen: Cm. lead. create
2. task
Requirements
other tasks
Aktionen: create_task

CRM lead / request cascade_target:business.crm.lead

The following information shall be provided:

1. cascade
CRM lead / request

The Commission shall adopt the following implementing acts: plan:command_inquiry_agent

The following is the list of the main functions of the system:

1. inquiry_agent
inquiry_agent
The following is the list of the products:
Aktionen: inquiry_agent

Lead status:crm_lead

The following information is provided by the Commission on the basis of the information provided by the Member States:

1. new
new
State of the lead state machine.
2. contacted
Contacted
Status of the lead state machine
3. qualified
qualified
Status of the lead state machine
4. disqualified
Disqualified
Status of the lead state machine
5. converted
Other
Status of the lead state machine

Opportunity status:crm_opportunity

The following information is provided by the Commission on the basis of the information provided by the Member States:

1. open
Open
The status of the state machine Opportunity.
2. won
- I won
The situation of the condition machine opportunity.
3. lost
lost
Status of the state machine Opportunity.

๐Ÿ—„๏ธ Data models and fields

CrmActivities crm_activities RLS Aktiv
19 Fields and columns

Tabelle crm_activities

Feldname Type of data The Commission Schlรผssel The technical significance
type VARCHAR(16) Ja * - Feld type
subject VARCHAR(255) Ja * - Feld subject
body TEXT Nein - Feld body
due_at DATETIME Nein - Feld due_at
done_at DATETIME Nein - Feld done_at
outcome TEXT Nein - Feld outcome
owner_id UUID Nein - Feld owner_id
lead_id UUID Nein FK โž” crm_leads.id Feld lead_id
opportunity_id UUID Nein FK โž” crm_opportunities.id Feld opportunity_id
customer_id UUID Nein FK โž” customers.id Feld customer_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK โž” organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmLeads crm_leads RLS Aktiv
27 Fields and columns

Tabelle crm_leads

Feldname Type of data The Commission Schlรผssel The technical significance
name VARCHAR(255) Ja * - Feld name
company_name VARCHAR(255) Nein - Feld company_name
email VARCHAR(320) Nein - Feld email
phone VARCHAR(64) Nein - Feld phone
interest TEXT Nein - Feld interest
source VARCHAR(32) Ja * - Feld source
status VARCHAR(32) Ja * - Feld status
estimated_value NUMERIC(14, 2) Nein - Feld estimated_value
currency VARCHAR(3) Ja * - Feld currency
owner_id UUID Nein - Feld owner_id
disqualify_reason TEXT Nein - Feld disqualify_reason
consent_given BOOLEAN Ja * - Feld consent_given
consent_at DATETIME Nein - Feld consent_at
last_activity_at DATETIME Nein - Feld last_activity_at
customer_id UUID Nein FK โž” customers.id Feld customer_id
opportunity_id UUID Nein - Feld opportunity_id
converted_at DATETIME Nein - Feld converted_at
anonymized_at DATETIME Nein - Feld anonymized_at
id UUID Nein PK Feld id
tenant_id UUID Ja * FK โž” organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmOpportunities crm_opportunities RLS Aktiv
27 Fields and columns

Tabelle crm_opportunities

Feldname Type of data The Commission Schlรผssel The technical significance
title VARCHAR(255) Ja * - Feld title
description TEXT Nein - Feld description
customer_id UUID Nein FK โž” customers.id Feld customer_id
lead_id UUID Nein - Feld lead_id
stage_id UUID Ja * FK โž” crm_pipeline_stages.id Feld stage_id
status VARCHAR(16) Ja * - Feld status
expected_value NUMERIC(14, 2) Ja * - Feld expected_value
currency VARCHAR(3) Ja * - Feld currency
probability INTEGER Nein - Feld probability
expected_close_date DATETIME Nein - Feld expected_close_date
owner_id UUID Nein - Feld owner_id
source VARCHAR(32) Ja * - Feld source
lost_reason TEXT Nein - Feld lost_reason
closed_at DATETIME Nein - Feld closed_at
stage_entered_at DATETIME Ja * - Feld stage_entered_at
last_activity_at DATETIME Nein - Feld last_activity_at
quote_id UUID Nein - Feld quote_id
project_id UUID Nein - Feld project_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK โž” organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmPipelineStages crm_pipeline_stages RLS Aktiv
15 Fields and columns

Tabelle crm_pipeline_stages

Feldname Type of data The Commission Schlรผssel The technical significance
name VARCHAR(128) Ja * - Feld name
position INTEGER Ja * - Feld position
probability INTEGER Ja * - Feld probability
is_won BOOLEAN Ja * - Feld is_won
is_lost BOOLEAN Ja * - Feld is_lost
active BOOLEAN Ja * - Feld active
id UUID Nein PK Feld id
tenant_id UUID Ja * FK โž” organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmReports crm_reports RLS Aktiv
31 Fields and columns

Tabelle crm_reports

Feldname Type of data The Commission Schlรผssel The technical significance
report_number VARCHAR(32) Ja * - Feld report_number
title VARCHAR(255) Ja * - Feld title
type VARCHAR(32) Ja * - Feld type
status VARCHAR(32) Ja * - Feld status
occurred_at DATETIME Ja * - Feld occurred_at
duration_minutes INTEGER Ja * - Feld duration_minutes
lead_id UUID Nein FK โž” crm_leads.id Feld lead_id
customer_id UUID Nein FK โž” customers.id Feld customer_id
opportunity_id UUID Nein FK โž” crm_opportunities.id Feld opportunity_id
author_id UUID Nein - Feld author_id
author_name VARCHAR(255) Nein - Feld author_name
location VARCHAR(255) Nein - Feld location
attendees TEXT Nein - Feld attendees
internal_attendees VARCHAR(255) Nein - Feld internal_attendees
sentiment VARCHAR(32) Ja * - Feld sentiment
discussed_topics TEXT Nein - Feld discussed_topics
summary TEXT Ja * - Feld summary
agreed_next_steps TEXT Nein - Feld agreed_next_steps
competitive_situation VARCHAR(255) Nein - Feld competitive_situation
budget_or_timeline_note VARCHAR(255) Nein - Feld budget_or_timeline_note
next_followup_at DATETIME Nein - Feld next_followup_at
followup_task_id UUID Nein FK โž” tasks.id Feld followup_task_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK โž” organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata

๐Ÿ”Œ The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

Art The method Endpoint / path Titel & Zweck The Commission shall adopt the following:
โšก REST API DELETE /api/v1/crm/reports/{report_id}
delete_report_route
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API GET /api/v1/crm/activities
list_activities
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/customers/{customer_id}/overview
customer_overview
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/due
of the
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/leads
list_leads
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/next-actions
next_actions
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/opportunities
list_opportunities
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/opportunities/{opp_id}/flow
order_flow
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/reports
list_reports
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/reports/{report_id}
get_report_route
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/stages
list_stages
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /api/v1/crm/summary
The following is added:
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm
crm_dashboard_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/customers/{customer_id}
crm_customer_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/leads
crm_leads_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/leads/new
crm_leads_new_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/pipeline
crm_pipeline_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/pipeline/new
crm_pipeline_new_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/reports
crm_reports_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /crm/reports/new
crm_report_create_page
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /pub/anfrage/{tenant_id}
crm_inquiry_form
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API GET /pub/lead/{tenant_id}
lead_form
Semantic binding: inventory_only; mutation=False
 crm
โšก REST API PATCH /api/v1/crm/leads/{lead_id}
patch_lead
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API PATCH /api/v1/crm/opportunities/{opp_id}
patch_opportunity
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API PATCH /api/v1/crm/reports/{report_id}
patch_report_route
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API PATCH /api/v1/crm/stages/{stage_id}
patch_stage
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/activities
create_activity
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/activities/{activity_id}/complete
complete_activity
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/leads
create_lead
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/leads/{lead_id}/convert
convert_lead
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/leads/{lead_id}/convert-and-quote
convert_lead_and_quote
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/leads/{lead_id}/status
lead_status
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/mail
send_mail_route
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities
create_opportunity
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities/{opp_id}/create-quote
create_quote
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities/{opp_id}/draft-followup
draft_followup
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities/{opp_id}/lost
mark_lost
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities/{opp_id}/reopen
reopen
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/opportunities/{opp_id}/stage
move_stage
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/reports
create_report_route
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /api/v1/crm/stages
create_stage
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /pub/anfrage/{tenant_id}
crm_inquiry_submit
Semantic binding: operator_surface; mutation=True
 crm
โšก REST API POST /pub/lead/{tenant_id}
submit_lead
Semantic binding: operator_surface; mutation=True
 crm

๐Ÿ›ก๏ธ Regulatory and compliance

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

  • Article 6 of the DSGVO (consent to contact)
  • The Commission shall adopt implementing acts in accordance with Article 21 of this Regulation.
Connected modules:
โž” customers โž” finance โž” communications